Dimitri Triantafyllides
Investment adviser representative at Forest Capital
19 yearsExperience
1 stateRegistered in
CFADesignation
$143.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Forest CapitalJun 2023 to now
- Forest Capital Operating Company LLCJun 2023 to now
- Sixty Guilders Management, LLCOct 2007 to now
- Brc Wealth Management LLC dba Forest CapitalFeb 2020 to May 2023
- Forest CapitalFeb 2009 to Jun 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
State registrations
Registered as an investment adviser representative in 1 state (NC).
Forest Capital
Legal name: Forest Capital Operating Company LLC
$143.2MAssets managed
155Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1977283
- Firm CRD
- 325514